J.P. Morgan Wealth Management - Private Client Advisor - Clinton Township, MI and Surrounding areas
On-site · Chesterfield, Michigan, United States
Job Summary
Private Client Advisor within Chase Wealth Management, based in Chesterfield, MI, responsible for building a book of business and delivering personalized investment solutions to clients, leveraging relationship-building and leadership skills, and educating clients on technology and digital channels to monitor and manage their investments. Requires client acquisition, strong financial market understanding, integrity, and the ability to work with partners to provide comprehensive financial planning and solutions. Relevant licenses (Series 7, Series 66) and Life/Health/Long Term Care Insurance licenses are required or must be obtained within 60 days; CFP is preferred; Bachelor's degree preferred.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment
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